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$
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I will setup monday com CRM project management and automation
ConvertKit Kit Email Automation Specialist
I’m a ConvertKit and Kit automation specialist helping creators, consultants, authors, educators, and online businesses build organized email systems that work automatically. I specialize in lead magn...
About this Gig
Need a more organized way to manage your projects clients and daily operations?
I will set up and customize monday.com to fit your business workflow.
I focus on organized configuration clear communication testing and a useful handover tailored to your requirements.
MY MONDAY.COM SERVICES INCLUDE:
- monday.com workspace and board setup
- monday CRM setup and customization
- Sales pipeline and lead tracking
- Project management boards and task tracking
- Custom columns groups statuses and views
- Dashboard creation and project reporting
- Workflow automation and status updates
- Task assignments reminders and notifications
- Timeline calendar and workload organization
- Client onboarding and request management
- Forms and structured information collection
- Team collaboration and process tracking
- Supported integrations with other business tools
- Existing board cleanup and workflow improvements
- Data organization testing and system documentation
Please message me before ordering if you need complex integrations multiple workspaces or advanced automation. Tell me your goals and we can choose the right package for your project.
Domain:
Digital Marketing
Industry:
E-Commerce
•
Marketing & advertising
Language:
Chinese (Simplified)
•
English
•
Greek
FAQ
What can you set up in monday.com?
I can configure monday.com workspaces, boards, columns, project tracking, CRM pipelines, dashboards, task assignments, notifications, and supported automations. The exact deliverables depend on your package and business requirements.
Can you build a monday CRM sales pipeline?
Yes. I can organize pipeline stages, lead and contact fields, status tracking, ownership, and follow-up processes based on your sales workflow. You should provide your preferred stages and qualification requirements.
Can you create project management boards from scratch?
Yes. I can create boards for projects, tasks, deadlines, milestones, and responsibilities, with appropriate views and status fields. I'll structure the board around your existing process rather than force your team into an unsuitable template.
Can you automate repetitive tasks?
Yes. I can configure supported monday.com automations for reminders, status changes, notifications, and other agreed actions. Availability depends on your product, plan, permissions, and the automation capabilities currently supported.
Can you create dashboards?
Yes. I can configure dashboards to display relevant project or CRM information, such as task status, pipeline progress, and workload. The available widgets and cross-board functionality depend on your account and subscription.
Can you connect monday.com with other applications?
Yes, where a supported integration or connector is available. Tell me which applications you use and what information should be exchanged. I'll confirm feasibility before beginning complex integrations.
Can you improve an existing monday.com workspace?
Yes. I can review the agreed boards and workflows, reorganize fields and views, identify opportunities for automation, and make approved improvements. Extensive restructuring or migrations may require a custom offer.
Will you provide instructions after setup?
Yes. Each package includes handover information appropriate to its scope. The Standard and Premium packages can include more detailed documentation, and Premium includes a walkthrough of the completed system.
Can you migrate my existing project or CRM data?
I can help with data organization and supported imports or migration workflows. Before accepting the project, I'll need to understand the source format, number of records, field mappings, and any duplicate-handling requirements.
